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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,167 | $102,696+89.1% | $86,235+125.2% | $139,487+39.2% |
| Participation rate | 14.3% | 74.5%-60.2pp | 69.0%-54.7pp | 80.3%-66.1pp |
| Annual return | -25.74% | 1925.91%-1951.6pp | 1170.03%-1195.8pp | 373.84%-399.6pp |
| Employer contribution / active EE | $0 | $3,034-100.0% | $2,381-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $0 | $4,679-100.0% | $3,987-100.0% | $6,713-100.0% |
| Admin fee / account holder | $546 | $8,667-93.7% | $6,856-92.0% | $11,407-95.2% |